Mei Ri Jing Ji Xin Wen·2026-01-19 02:30Group 1 - The lithium carbonate market has experienced significant price volatility, with prices rising from 122,800 CNY/ton to a peak of 174,100 CNY/ton before dropping to 146,200 CNY/ton, marking a decline of over 16% from the peak [1][2] - The rapid increase in lithium prices has led to a surge in investment projects within the lithium battery industry, with over 282 projects and total investments exceeding 820 billion CNY, reflecting a year-on-year increase of over 74% [1][5] - Despite the price fluctuations, production plans for lithium salt projects remain optimistic, with companies like Guocheng Lithium Industry and Sichuan Energy Investment continuing their expansion efforts [3][4] Group 2 - Companies are focusing on building cost advantages through unique resource utilization and circular economy models, which help mitigate the impact of price volatility [4][5] - The competitive landscape is intensifying, with significant production capacities being established in regions like the De'a Lithium Battery New Materials Industrial Park, where multiple companies are planning substantial output [5][6] - The demand for lithium carbonate is expected to stabilize by 2026, with companies anticipating a balance between production and sales [5][6] Group 3 - The demand for lithium in the energy storage sector is projected to grow, particularly in overseas markets, as companies seek new growth areas amid fluctuating demand for electric vehicles [6][7] - Predictions indicate that lithium carbonate demand could increase by 30% in 2026, with potential price increases if demand exceeds expectations [7] - The development of solid-state batteries could significantly impact lithium usage, although challenges such as high costs and performance issues remain [7][8]